OPPENHEIMER ASSET MANAGEMENT INC.: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on IWP, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 187,930 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 187,930 shares
Change vs previous 13F -27,083 shares
0.29% of the 13F portfolio, value $27,514,831.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 187,930 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 215,013 shares
Change vs previous 13F -30,962 shares
0.16% of the 13F portfolio, value $27,547,465.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 200,417 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 14,596 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 245,975 shares
Change vs previous 13F +36,238 shares
0.22% of the 13F portfolio, value $33,683,816.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 204,509 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 41,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 209,737 shares
Change vs previous 13F -100 shares
0.17% of the 13F portfolio, value $29,868,646.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 204,544 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,193 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 209,837 shares
Change vs previous 13F +7,541 shares
0.18% of the 13F portfolio, value $29,100,195.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 207,311 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 2,526 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 202,296 shares
Change vs previous 13F -32,933 shares
0.36% of the 13F portfolio, value $23,767,757.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 202,296 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 235,229 shares
Change vs previous 13F +156,912 shares
0.2% of the 13F portfolio, value $29,815,275.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 179,136 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 56,093 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 78,317 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $9,185,801.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 78,317 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).